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Set Up Guide

Updated over 4 months ago

Welcome to Line-Up!


With our advanced ticketing system, you can get your event set up in a matter of minutes.

If you are using Line-Up for the first time, then all you need to do is follow our simple step-by-step guide below - just click on the highlighted links for help articles about each step.

GETTING STARTED WITH LINE-UP

Sign up to Line-Up and create your Organisation:

  1. Sign up to Line-Up - book a demo with us to get started

  2. Create Organisation - enter your Organisation details

  3. User Permissions - invite team members to your Organisation as various roles

ACCOUNT SET-UP

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Set up some of the account-wide elements that you can use across all events:

  1. Create Channels - control your sales through different channels, i.e. Box Office, Telephone, Website, which you can set on and off sale schedules for

  2. Payment Methods - add the different ways users can pay for your tickets, including connecting to payment platforms

  3. Create Venues:

a) Venue details - enter the name and address of your Venue

b) Venue Plans - build seats or areas with Reserved Seating or assign capacities with a General Admission plan

c) Seat Types - add categories to your seats if you have a Reserved Seating Venue Plan

4. Create Adjusters - set up the commissions or fees that can be set inside or outside of your prices

EVENT SET-UP

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Now that you've set-up your account, you are ready to create your first event. Just go to the Events page, click New Event and add the following:

  1. Info page - enter the details for your event

  2. Performances - bulk create details for all your performances on one page

  3. Availability Status - if you have Reserved Seating, create allocations and/or locks on seats before assigning to performances

PRICES & TICKETS

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Set up your pricing and control how and where you sell your tickets:

  1. Price Tables - set up the pricing structure for your event, including Price Bands and Variants. We have info for both General Admission and Reserved Seating examples

  2. Visibility Rules - restrict how and when your prices are visible for ticket buyers

  3. Access Tickets - use customer tags and visibility rules to create specific tickets for your Access customers

  4. Basket Validation - set rules and limitations for your tickets

  5. Price Profiles - add prices to seats if you have Reserved Seating or capacities if you have General Admission, before assigning them to your performances

TICKET DELIVERY & CUSTOMER COMMS

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Customise your event further by attaching the following features:

  1. Delivery Methods - choose how you would like your customers to receive their tickets

  2. Print Rules - activate Delivery Methods on your event but setting barcode generation and attaching tickets

  3. Ticket Templates - design what your tickets look like to your customers

  4. Email Templates - design custom email templates to send to customers, e.g. pre/post-show emails

  5. Merge Tags - add transaction-specific data/code that you can insert into your HTML Email and Ticket Templates

  6. Opt-Ins - create terms and conditions/marketing Opt-Ins

EVENT & PERFORMANCE MANAGEMENT

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Want to make changes to your event? You can do so in bulk using our quick editing features:

  1. Manage Events - Filter and archive events on your Events list

  2. Manage Performances - use the Filter and Action bars to make bulk edits to multiple performances

  3. Import Barcodes - Sold tickets through a third-party? Upload external barcodes for an event

ON SALE

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Now that your event is now ready, set up the following to start selling tickets:

  1. Customer-Facing Booking Flow - choose your preferences so we can set up your booking flow and then you can add it to your website

  2. Set up a Payment Terminal - to enable card payments for Box Office sales

  3. Purchase Flows - set up your Box Office flows that you can use to sell tickets on Line-Up

BOX OFFICE

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Sell tickets, make reservations and manage seats via the Box Office page:

  1. Sell Tickets via the Box Office - learn how to use the Box-Office page for Reserved Seating and General Admission events

  2. Reserve Tickets - learn how to use the Box Office page to reserve tickets for a set amount of time

EXTRAS

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Customise your event's booking flow with promo codes, upsells and add ons:

  1. Discounts - create discounts and add to your prices via your Price Tables

  2. Products - create up-sells for your event, e.g. Programme, Pre-show drink and add visibility rules

  3. Vouchers - set up gift vouchers to sell/upsell

ORDER AND CUSTOMER MANAGEMENT

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Learn how to manage Order pages and edit Customer profiles:

  1. Search Bar - learn how to use our search function to look for events, orders, customers and channels

  2. Orders page - filter and export to find an order

  3. Resend Tickets - email order confirmations and/or tickets to the customer from the order page

  4. Manage Customers - add and edit customer details

  5. Generate Barcodes - create a new barcode for an order

  6. Download Tickets - print physical tickets

EXCHANGES & REFUNDS

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Learn how to swap tickets and process refunds:

  1. Exchanges - learn how to use the Orders and Box Office pages to exchange tickets

  2. Refunds - learn how to use the Orders and Box Office pages to make refunds, including Refund to Voucher

ATTENDEE MANAGEMENT

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Manage attendance for your event with our scanning and checking-in features:

  1. Scanning Tickets - Access Control Devices - add devices that you can use to scan and redeem tickets

  2. Online Check-In - redeem barcodes for a performance, without having to use a scanner

  3. Attendee List - build a report to show list of attendees for an event/performance

  4. Transaction Item List - view all transactions/orders for a performance

REPORTING & DATA

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Use our advanced reporting function which allows a full and flexible overview of your sales:

  1. Reporting - Essential Info - see our glossary and breakdown for how reporting works on Line-Up

  2. Build a Report - build your own customised report, with the fields and metrics of your choice

  3. Build a Dashboard - create a group of reports

  4. Schedule a Report - send a report by email periodically according to a schedule of your choice

  5. Tracking - Data Layer Event for Line-Up Purchase Flow - see the different tracking events via the Line-Up Purchase Flow

PARTNERS

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Get started on integration with our wider network of connected partners:

  1. API Integrations - learn how third-party agents can access our software

  2. Partners - Digital Marketing - see our tips and recommendations for external digital marketing

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